Case Study: FundSERV Inc. achieves improved portfolio visibility and reduced manual reporting with Upland Software's Eclipse PPM

Improving Visibility and Reducing Manual Reporting with Project Portfolio Management

FundSERV Inc., a long-established provider of electronic business services for the Canadian investment fund industry, relied on informal "management by intimate awareness" to deliver projects. That approach left senior leaders with limited visibility into progress, made cross-project resource planning difficult, hid projects needing escalation, consumed over 700 annual coordination hours, and scattered project documents across multiple locations.

FundSERV implemented Eclipse PPM to create a single repository and reporting hub for projects and portfolios. As a result, management gained real-time portfolio visibility, monthly scorecards and individual project reports are quick to produce, upcoming work is easier to identify, and all project documentation is accessible from one source—reducing manual effort and improving oversight.

FundSERV Inc.